Latest Institutional Transactions on Ishares Tr (ITA)
This table provides information on the latest institutional transactions involving Ishares Tr (ITA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-72Closed |
$4.89K - $6.98K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-24KClosed |
$1.63M - $2.33M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-7.63KClosed |
$518K - $739K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.01KClosed |
$204K - $292K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Renaissance Investment Group LLC
|
SELL
|
- |
-2.01KClosed |
$136K - $194K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.09KClosed |
$278K - $396K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 28, 2025
Q1 2020
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-1.58KClosed |
$92.8K - $189K
|
0
$0
|
|
|
Nov 29, 2021
Q1 2020
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-12.5KClosed |
$736K - $1.5M
|
0
$0
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-70- 15.73% |
$4.11K - $8.39K
|
375
$77.2K
|
|
|
Jul 31, 2020
Q1 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-26.4KClosed |
$1.55M - $3.17M
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-100Closed |
$5.88K - $12K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-17Closed |
$999 - $2.04K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cooper Financial Group
|
SELL
|
- |
-909Closed |
$53.4K - $109K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-85Closed |
$4.99K - $10.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.48KClosed |
$86.7K - $177K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.6KClosed |
$2.09M - $4.27M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-21.5KClosed |
$1.26M - $2.58M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.04KClosed |
$120K - $245K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-2.19KClosed |
$129K - $263K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.9KClosed |
$171K - $348K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.85KClosed |
$285K - $582K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.71KClosed |
$277K - $565K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.13KClosed |
$125K - $256K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-140Closed |
$8.23K - $16.8K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.01KClosed |
$118K - $241K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Wbh Advisory Inc
|
SELL
|
- |
-927Closed |
$54.5K - $111K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-12.4KClosed |
$727K - $1.48M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.57KClosed |
$151K - $308K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.15KClosed |
$67.3K - $137K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Community Bank, N.A.
|
SELL
|
- |
-60Closed |
$3.53K - $7.19K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Strategic Advisors LLC
|
SELL
|
- |
-982Closed |
$57.7K - $118K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.09KClosed |
$64K - $131K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-117Closed |
$6.87K - $14K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.38KClosed |
$140K - $285K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Courier Capital LLC
|
SELL
|
- |
-3.05KClosed |
$179K - $365K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.22KClosed |
$71.7K - $146K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Bay Rivers Group
|
SELL
|
- |
-6.69KClosed |
$393K - $802K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.24KClosed |
$72.7K - $148K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-273Closed |
$16K - $32.7K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-1.08KClosed |
$63.7K - $130K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
414+ 14.14% |
$44.4K - $48.4K
|
3.34K
$688K
|
|
|
Feb 14, 2020
Q4 2019
|
Asio Capital, LLC
|
BUY
|
- |
60New |
$6.44K - $7.01K
|
60
$12.4K
|
|
|
Feb 14, 2020
Q4 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.48KClosed |
$267K - $290K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1Closed |
$107 - $117
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-688Closed |
$73.8K - $80.4K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-70Closed |
$7.51K - $8.18K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-24Closed |
$2.58K - $2.8K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-130Closed |
$14K - $15.2K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-150Closed |
$16.1K - $17.5K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-18Closed |
$1.93K - $2.1K
|
0
$0
|
|